Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dore? Claim Your ProfileDore Joseph Provda is a financial advisor in the Boston, MA area, registered with Fidelity Personal And Workplace Advisors. Dore has been working in the financial industry since September 25, 2000. Dore has 2 approved state registrations and 1 approved SRO registration. Dore has passed the Series 6, 7, 24, 63, and 65 exams, as well as the SIE exam. Dore specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
08/12/2010 - 04/10/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/28/2000 - 03/12/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
NY
03/27/2000 - 06/08/2000
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
IA
Issued 05/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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